EPISODE · Jan 22, 2026 · 23 MIN
Joseph Briggs – AI capex: signal or noise?
from Get Sharpe · host Mackenzie Investments
In this episode, Joseph Briggs, economist at Goldman Sachs, joins Dustin Reid to pressure-test the “AI bubble” debate from a top-down macro lens. They examine how big the buildout really is once you scale it properly, why the headline GDP boost can be easy to misread, and what early signals (and non-signals) to watch in productivity and the labour market. The takeaway: What to watch in the data before you change risk budgets. This episode was recorded on January 20, 2026.
What this episode covers
In this episode, Joseph Briggs, economist at Goldman Sachs, joins Dustin Reid to pressure-test the “AI bubble” debate from a top-down macro lens. They examine how big the buildout really is once you scale it properly, why the headline GDP boost can be easy to misread, and what early signals (and non-signals) to watch in productivity and the labour market. The takeaway: What to watch in the data before you change risk budgets. This episode was recorded on January 20, 2026.
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Joseph Briggs – AI capex: signal or noise?
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